Trainings & Workshops

Facilitators:

Else Braathen, Senior Director, Product Management - Risk & Performance 

Oksana Kyrylenko, Principal Product Owner - Analytics Product, Unified Analytics

Description:

Risk management is evolving - and so is the platform that supports it.

This session provides a forward-looking overview of the IAP Risk roadmap and the unified risk platform planned for release in 2026. You will gain insight into how SimCorp is converging its risk capabilities into a single, integrated solution designed to support complex, data-heavy risk models while delivering seamless SimCorp One user experience. Roadmap highlights and key design principles will be presented, followed by a live demo illustrating upcoming capabilities and the future end-to-end risk workflow.

You will gain clarity on questions such as:

- What will the unified IAP Risk platform look like?
- How will dynamic analysis capabilities evolve?
- How does the new platform align with SimCorp One workflow?
- What strategic benefits can clients expect from the 2026 release?

Join us for an early look at the future of SimCorp’s risk solutions - and how the unified platform will support more scalable, insight-driven risk management.

Facilitator:

Torben Marott Klint, Principal Solutions Engineer – Solutions Engineering & Analytics Solution Delivery

Description:

Integrated risk management connects portfolio data with advanced analytics—creating a foundation for informed decision-making.

This session provides a structured overview of the integration between SimCorp Dimension and Axioma Risk. It includes a presentation of the Axioma Risk architecture and the Axioma Risk Gallery user interface, followed by an outline of SimCorp Dimension’s IBOR framework, including transactions, holdings, and the holdings table. The model and position integration workflows will be presented, with SCD operating as the IBOR and Axioma Risk supplying sensitivities, stress-test analytics and other risk measures.

A brief overview of the IAP Risk solution will also be included to indicate its position on the future roadmap and its expected role within the broader risk management landscape.

Please note: Participants are required to bring their own laptop to fully engage in the practical exercises during the sessions.

Facilitator:

Pam Vance, Senior Director, Product Management - Risk & Performance

Description:

Optimization is not just a mathematical exercise, it is a strategic advantage.

Effective portfolio construction is more than optimizing risk and return; it requires building portfolios that can be executed reliably, adhere to client and regulatory mandates, and scale efficiently as investment programs evolve. In this session, optimization expert Pam Vance, PhD, Senior Director of Product Management, demystifies the fundamentals of optimization and shares practical guidance to help both new and experienced users unlock the full power of the Axioma Portfolio Optimizer.

You will gain clarity on questions such as:

- Should business goals and investment policies be expressed through objectives or constraints?
- Why do combinatorial constraints increase computational time and when are they worth it?
- How do soft constraints differ from the constraint hierarchy, and when should each be used?
- How can the efficient frontier deepen your understanding of core trade‑offs in your portfolio?

Join us for a clear, actionable walkthrough of optimization essentials - and how applying these principles can lead to more robust, implementable, and insight‑driven portfolios.

Please note: Participants are required to bring their own laptop to fully engage in the practical exercises during the sessions.

Facilitators:

Jeppe Skals, Lead Product Owner – Performance

Martin Bjørn Jensen, Principal Product Owner - Performance

Description:

Performance analytics is moving toward real-time, scalable, and cloud-native solutions.

This session provides a structured overview of Investment Analytics Platform – Performance (IAP – Performance), SimCorp’s next-generation performance offering for on-the-fly calculation of performance and attribution metrics. Built on cloud-native technology, IAP – Performance enables fast analytical insights delivered through a modern frontend experience. The first part of the session focuses on configuring workflows to seamlessly upload data from SimCorp Dimension to IAP – Performance. In the second part, participants will work in InvestApp, the frontend powered by IAP – Performance. You will learn how to configure analytics setups, create cards with selected performance and attribution metrics, and group them into customized views tailored to daily analytical needs. The session combines presentations with the opportunity for hands-on interaction.

You will gain clarity on questions such as:

- How does IAP – Performance support real-time performance and attribution analysis?
- How is data transferred from SimCorp Dimension into the platform?
- How can analytics configurations be customized?
- How are performance and attribution metrics structured in InvestApp?
- How can analytics configurations be customized?

Join us for a practical introduction to SimCorp’s next-generation performance solution—and see how cloud-native analytics can enhance speed, flexibility, and insight across your organization.

Please note: Participants are required to bring their own laptop to fully engage in the practical exercises during the sessions.

Facilitators:

Charlotte Søndergaard Klausen, Lead Product Owner - ESG

Hubert Resmer, Lead Business Consultant - ADC Investment

Description:

ESG investing is no longer a parallel process, it is embedded across the investment lifecycle.

This session provides a structured overview of the ESG Investing solution in SimCorp Dimension. It introduces the foundations of ESG investing, including ESG data sources, regulatory context, and the role of Flexible Performance Indicators (FlexPIs). Participants will learn how ESG data is configured, imported, and managed using FlexPIs - covering definitions, scenarios, sets, excluded entities, and the end-to-end ESG data flow. The session also explains how ESG KPIs are calculated using the Flexible Analytics Engine. In the final part, we demonstrate how ESG KPIs are consumed front-to-back in SimCorp One application such as Asset Manager and Compliance Manager, supporting ESG analysis, simulations, compliance checks, and portfolio and benchmark reporting.

You will gain clarity on questions such as:

- How is ESG data structured and managed in SimCorp Dimension?
- What role do FlexPIs play in ESG configuration and analytics?
- How does the new platform align with SimCorp One workflow?
- How can ESG insights be embedded into portfolio management and compliance workflows?
- How does SimCorp enable end-to-end ESG reporting and analysis?
- How are ESG KPIs calculated using the Flexible Analytics Engine?

Join us for a practical walkthrough of how ESG data and analytics can be fully integrated into your investment processes-supporting transparency, compliance, and informed decision-making.

Please note: Participants are required to bring their own laptop to fully engage in the practical exercises during the sessions.

Facilitator:

Ruxandra Popovici, Senior Principal Product Manager – Accounting

Description:

For asset owners investing through associates or joint ventures, transparency and compliance are critical.

This session explores how the equity method of accounting in SimCorp Dimension supports compliance with IAS 28 and ASC 323 by recording proportional financial results of subsidiaries directly in the parent company’s reports. Participants will see how maintaining balances at a subledger level provides a continuous, detailed view of accounting figures—enabling insight throughout the year rather than only after year-end consolidation. The session includes a short demo of how the equity method operates in practice, followed by a discussion on broader consolidation requirements and how they can be supported within Investment Accounting.

You will gain clarity on questions such as:

- How does the equity method ensure compliance with IAS 28 and ASC 323?
- How are proportional results reflected in parent company reporting?
- What are the benefits of subledger-level balance visibility?
- How can consolidation processes be supported within SimCorp Dimension?

Join us for a practical walkthrough of how the equity method enhances accounting transparency, regulatory compliance, and financial control for complex ownership structures.

Please note: Participants are required to bring their own laptop to fully engage in the practical exercises during the sessions.

Facilitator:

Nur Iradach, Lead Business Trainer - Education Services

Description:

Daily NAV processing requires precision, control, and clear operational visibility.

This short, high-level training provides a practical overview of how daily fund operations are executed and monitored in SimCorp Dimension. Following a structured “day-in-the-life” narrative, the session walks through the end-to-end operational flow from a fund operations perspective - illustrating how the system supports business activities throughout a typical NAV day. From valuation and validation to workflow control and approvals, participants will see how key applications interact to ensure an efficient and controlled daily process. To bring the process to life, the instructor will demonstrate the NAV workflow using Fund Administration Manager (FAM), showing how daily activities are monitored, where operational exceptions surface, and how approvals are managed within the system.

You will gain clarity on questions such as:

- How does SimCorp Dimension support the full NAV day lifecycle?
- Where do operational exceptions typically occur during daily processing?
- How are market data validation issues identified and resolved?
- How are NAV price deviations controlled and approved?
- How does the Alerts Inbox support workflow governance?
- How are management costs calculated across investor funds?

Join us for a clear, practical walkthrough of daily fund operations — and see how structured workflows and system controls enable efficient, compliant, and transparent NAV processing in SimCorp Dimension.

Please note: Participants are required to bring their own laptop to fully engage in the practical exercises during the sessions.

Facilitator:

Sean Jung Choi, Lead Business Trainer - Education Services

Description:

Effective data management is the backbone of reliable investment operations.

This session provides a structured overview of typical Data Management operations in SimCorp One, with a focused deep dive into Data Import processes. Participants will learn how external data is inserted into the SimCorp Dimension database and how interfaces are configured to ensure accurate and controlled data flow. The session explains how Data Format Setup and imports interfaces relate to Base Filters, demonstrating how external data is systematically mapped into the system database. Through practical exercises, participants will work with different levels of data manipulation and formatting to simulate real-life import scenarios and gain hands-on experience with configuration and troubleshooting.

You will gain clarity on questions such as:

- How does the Data Import process work in SimCorp One?
- What is the role of Data Format Setup and Base Filters?
- How is external data mapped and transformed before entering the database?
- How can common data import issues be identified and resolved?
- How can data interfaces be configured for robust and scalable operations?

Join us for a practical walkthrough of Data Import operations—and learn how structured data configuration ensures accuracy, consistency, and operational efficiency across SimCorp One.

Facilitator:

Sean Jung Choi, Lead Business Trainer - Education Services

Description:

Reliable data extraction is essential for reporting, integrations, and downstream analytics.

This session provides a structured overview of typical Data Management operations in SimCorp One, with a focus on configuring and understanding Data Export interfaces. Participants are introduced to the structure of the SimCorp Normalized Referential Database, learning how to identify and locate the SQL addresses of relevant tables and fields. Building on this understanding, they create extraction interfaces that interact directly with database elements. Through hands-on exercises, participants will extract data in various formats—such as flat files—simulating real-world reporting and integration scenarios.

You will gain clarity on questions such as:

- How is the SimCorp Normalized Referential Database structured?
- How do you locate relevant tables and SQL addresses?
- How are extraction interfaces configured?
- How can data be exported in different formats for external use?
- How can export processes support reporting and system integrations?

Join us for a practical walkthrough of Data Export operations—and learn how structured extraction interfaces enable efficient, scalable, and reliable data distribution across SimCorp One.

 

Facilitator:

Kinga Niemczak, Lead Business Trainer - Education Services

Description:

Dashboards are more than visualizations - they are operational entry points into SimCorp One application.

This session provides a structured overview of dashboards in SimCorp One, introducing their purpose, architecture, and role within the system. We begin by exploring the building blocks - applets, canvases, and widgets - and how they transform system data into meaningful, actionable views. Participants will see how dashboards connect across SimCorp One applications and workflows, surfacing and combining data from different functional areas within a unified workspace. In the hands-on part of the session, we will build a dashboard canvas step by step, creating and customizing widgets such as tables and charts, selecting datasets, adjusting visual settings, and applying filters to tailor insights to specific needs. The session concludes with a demonstration of sharing and publishing options, permissions, and collaborative workflows - showing how dashboards enhance transparency and efficiency across the organization.

You will gain clarity on questions such as:

- What are the architectural components of dashboards in SimCorp One?
- How do dashboards integrate with applications and workflows?
- How can data from different areas be combined into a unified view?
- How do you build and customize widgets effectively?
- How can dashboards be shared, reused, and governed securely?

Join us for a practical walkthrough of how dashboards function as a cross-application layer - enhancing visibility, usability, and operational efficiency throughout SimCorp One.

Please note: Participants are required to bring their own laptop to fully engage in the practical exercises during the sessions.

 

Facilitators:

Ulrik Strandgaard, Director, Product Manager - OTC

Adam Blanshard, Senior Director, Product Management - Investment Operations

Description:

OTC derivatives are among the most complex and customized instruments in modern financial markets. Turning them into scalable, production-ready system support requires structured prioritization, close client collaboration, and robust design principles.

This session explores how new OTC derivatives are brought from concept to production within SimCorp. We will walk through how the OTC roadmap is defined and prioritized, how development partnerships with clients are structured, and how complex instrument logic is translated into scalable platform capabilities. Participants will follow the full lifecycle of developing a new OTC instrument—from design considerations and development approaches to testing, launch, and operationalization across the platform. As a practical use case, we will showcase the newly introduced Trade Manager–based OTC derivative: CDS Index Option, demonstrating how the instrument is captured in Trade Manager and supported end-to-end throughout its lifecycle.

You will gain clarity on questions such as:

- How is the OTC derivatives roadmap defined and prioritized?
- How do development partnership agreements with clients work in practice?
- How are complex OTC instruments designed and implemented in the platform?
- What are the key lifecycle events and transactions relevant for OTC derivatives?

Join us for a behind-the-scenes look at how OTC innovation is translated into scalable system functionality—supporting complex instruments with confidence and control.

Please note: Participants are required to bring their own laptop to fully engage in the practical exercises during the sessions.